Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,797 | $25,723-3.6% | $69,182-64.2% | $55,167-55.1% |
| Participation rate | 15.2% | 39.4%-24.2pp | 55.1%-39.9pp | 69.0%-53.8pp |
| Annual return | 15.95% | 9.56%+6.4pp | -21.93%+37.9pp | 169.23%-153.3pp |
| Employer contribution / active EE | $159 | $480-67.0% | $1,206-86.9% | $1,963-91.9% |
| Participant deferral / active EE | $609 | $963-36.8% | $1,897-67.9% | $3,054-80.1% |
| Admin fee / account holder | $17 | $365-95.5% | $2,697-99.4% | $504-96.7% |